WR Wealth Planners’s VanEck Junior Gold Miners ETF GDXJ Stock Holding History

WR Wealth Planners’s Portfolio GDXJ Stock Details GDXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$12.8K	Hold	300	–	–	﹤0.01%	557
2024 Q3	$14.6K	Hold	300	–	–	﹤0.01%	568
2024 Q2	$12.6K	Hold	300	–	–	﹤0.01%	548
2024 Q1	$11.6K	Buy	+300	New	+$10.4K	﹤0.01%	568
2023 Q4	–	Sell	-300	Closed	-$9.67K	–	443
2023 Q3	$9.67K	Hold	300	–	–	﹤0.01%	575
2023 Q2	$10.7K	Sell	300 -200	-40%	-$7.77K	﹤0.01%	541
2023 Q1	$19.8K	Buy	+500	New	+$18.5K	0.01%	434

Other funds holding GDXJ

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's GDXJ Position: Q4 2024 in Review

WR Wealth Planners held its VanEck Junior Gold Miners ETF (GDXJ) position steady in Q4 2024 at 300 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

WR Wealth Planners first reported a position in GDXJ in Q1 2023 and has held it in 7 quarters since. The position peaked at $19.8K in Q1 2023. 326 funds tracked by Wall St. Rank hold GDXJ as of Q4 2024.

WR Wealth Planners held 300 shares of VanEck Junior Gold Miners ETF worth $12.8K as of Q4 2024.
WR Wealth Planners left its VanEck Junior Gold Miners ETF share count unchanged in Q4 2024.
VanEck Junior Gold Miners ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #557 holding.
WR Wealth Planners first reported a position in VanEck Junior Gold Miners ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's VanEck Junior Gold Miners ETF position peaked at $19.8K in Q1 2023.
326 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.